2023 Form 5500 filing — Section 403(B) Retirement Plan For Brooklyn Heights Montessori School
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015114206NAL0028226865001) for Section 403(B) Retirement Plan For Brooklyn Heights Montessori School, reported by Brooklyn Heights Montessori School under EIN 11-6044329 and plan number 001. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114206NAL0028226865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brooklyn Heights Montessori School
- EIN
- 11-6044329
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,325,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,325,375
- Employer contributions
- $281,362
- Participant contributions
- $250,286
- Total income / additions
- $1,578,735
- Benefits paid
- $846,406
- Administrative expenses
- $40,220
- Total expenses
- $886,626
- Net increase / (decrease)
- $692,109
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $23,284 | $0 |
| Pkf O'Connor Davies Llp | NONE | $10,218 | not reported in the loaded dataset |
| Well And Good LLC | NONE | $6,500 | not reported in the loaded dataset |